Thoughts on China's Consumer Landscape in 2015
Fortune January 2010 by Torsten Stocker, Angela Wang, Allison Cui
What are the 'uncertainties' that impact where consumers will live, how they will behave and who will compete for their spending.
The purpose of this paper is to stimulate thinking about how key aspects shaping China's consumer landscape might evolve over the next five years and beyond. The emphasis is not on aspects such as the growth of the middle class or the expansion of modern trade, which, short of massive economic, social or similar upheaval, are fairly certain in their trajectory. Instead, the focus is on key 'uncertainties' or 'wild cards' which are less clear in terms of their direction and shape of development, but which can have significant impact on the evolution of China's consumer landscape. >>